Mont Wealth - "Pizz-Spectives"

Master Your Super: How It Works, What to Do & When to Do It


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In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, demystifies superannuation and provides invaluable insights on becoming confident and strategic with your retirement savings. Rob covers essential topics including different super vehicles (retail industry and SMSFs), tax advantages, contribution rules, and smart transition-to-retirement tactics. Learn about myths, important facts, and the rules that can help you make the most of your super. Remember, this is general information, and it’s crucial to seek personal financial advice. Tune in to elevate your understanding of superannuation and plan your retirement effectively!

00:00 Introduction to Superannuation

00:46 Understanding Superannuation Basics

01:19 Debunking Superannuation Myths

02:26 Choosing the Right Superannuation Vehicle

04:49 Contribution Rules and Strategies

08:22 Transition to Retirement Strategies

11:05 Life Stage Superannuation Strategies

16:44 Conclusion and Final Advice

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Mont Wealth - "Pizz-Spectives"By Mont Wealth Advisors